Compare then combine data, then mailmerge with Word

[tfarley]

I need to combine records that belong to "same" account number into one record.

My ultimate goal is to get data that has been exported into excel, into a
word document and do a mailmerge. I would like all data pertaining to Acct#1
in the spreadsheet to merge into the same word document and then all data
pertaining to Acct#2, then #3, etc.....

Is this an Excel question to prepare the data prior to the mailmerge OR is
this a Word question to handle using formulas within the merge?

Help?

 

[Gord Dibben]

When in Word Mailmerge and you get to the step "select recipients" click on the
filter arrow for Acct# column and select Advanced then enter your criterion(a)
to filter upon.


Gord Dibben MS Excel MVP

 

[tfarley]

Gord, Thank you for your fast reply. May I ask what criteria I would use to
compare the acct number in record 1 to the acct number in record 2?

 

[Gord Dibben]

I was thinking along the lines of filtering for the instance of Acct1 and insert
that into your word document, rather than comparing to another acct#

On re-read I think what you are looking for is to create a form letter in Word
with each copy to a different recipient.

Say 20 letters to 20 accounts. Is this correct?

Not something I do on a regular basis so would have to work my way though it.

Might as well be you who does the work<g>

See these sites for more help on mailmerge.

http://www.mvps.org/dmcritchie/excel/mailmerg.htm

http://www.mvps.org/word/FAQs/MailMerge/CreateAMailMerge.htm

http://www.mvps.org/word/FAQs/MailMerge/CreateADataSource.htm

I will try to locate a form letter I have created with Word and Excel.

Should be something lurking around my computer or on backup disk.

Meantime check out the sites above.


Gord

 

[Gord Dibben]

Another good site for mass mailings.

http://office.microsoft.com/en-us/word/CH060832631033.aspx

Gord